Who should attend
- System analysts
Prerequisites
- Basic Excel or Lotus 1-2-3 skills
- Basic accounting concepts
- Basic Microsoft Windows skills
Course Objectives
- Import and export data and metadata
- Create and deploy applications
- View and enter data by creating Web data forms and grids
- Create and deploy rules and calculate data
- Enter inter-company transactions and make adjustments using journals
- Perform data consolidation
- Manage the financial review cycle using Process Management
- Create the metadata structure, including accounts, entities, scenarios, and custom dimensions
- Synchronize data between applications
- Set up security, including users, groups, security classes, and access rights
Product Description
- Introduction to Financial Management
- About Enterprise Performance Management
- Financial Management Solution
- Financial Consolidation, Reporting, Analysis and Product Components
- Financial Management Architecture
- Navigating in Financial Management
- Financial Management Components
- About Workspace and Workspace Navigation
- Metadata and Dimensions
- Setting the Point of View
- Managing Dimensions with Performance Management Architect
- Dimension Library
- Creating Dimensions
- Creating Dimension Members
- Property Value Inheritance
- Creating Alternate Hierarchies
- Managing Members
- Working With Grid Editor
- Setting Up Languages
- Loading Metadata from a File
- About Metadata Load Files
- Formatting Metadata Load Files
- Setting Up Dimensions
- Managing Languages
- Loading Metadata
- Viewing Job Status
- Loading Metadata with Interface Tables
- Creating and Deploying Applications
- Creating Applications
- Working with Local and Shared Dimensions
- Configuring Application Settings
- Deploying Application Process
- Validating Applications
- Deploying Applications
- Viewing Job Status
- Lifecycle Management Overview
- Configuring Accounts and Custom Dimensions
- About Accounts and Custom Dimensions
- Setting Up Account Types and Hierarchies
- Setting Up Accounts and Custom Dimensions
- Auditing Account Data
- Intercompany Account and Other Account Properties
- Setting Up Entities, Calendars, and Scenarios
- Setting up Entities
- Setting Up Calendars
- Setting Up Scenarios
- Loading Data
- Data Load Files
- Line-Item Detail Section
- Changing Column Order
- Loading Data Files
- Extracting Data
- Exporting Data with Extended Analytics
- Copying and Removing Data
- Entering Data Using Data Grids
- About Data Grids and Accessing Data Grids
- Changing the Grid Layout and Display
- Selecting Members
- Saving Grid Settings
- Entering Data and Filling Multiple Cells
- Spreading and Calculating Data
- Adding Cell Text and Line-Item Detail
- Creating Member Lists in Financial Management
- About Member Lists
- System and User-Defined Member Lists
- Creating Member Lists
- Identifying Member Lists in a File
- Creating Static Member Lists
- Creating Dynamic Member Lists for the Entity Dimension and Other Dimensions
- Loading and Extracting Member Lists
- Managing Rules With Calculation Manager
- Calculation Manager Overview
- Creating Formulas
- Creating Rules
- Creating Rule Sets
- Deploying Rules
- Importing and Exporting Calculation Manager Objects
- Provisioning Users and Groups
- About Levels of Security
- Provisioning User and Group Security
- Assigning Access to Data and Documents
- Application Settings for Security
- Data Access and Document Access
- Security Classes
- Assigning Access to Security Classes
- Running Security Reports
- Security Load Files
- Loading and Extracting Security
- Creating Data Forms
- About Data Forms
- Accessing the Form Builder
- Defining the Point of View
- Defining Columns and Rows
- Setting Row and Column Options
- Exporting Data to Spreadsheets
- Creating Task Lists in Financial Management
- About Task Lists
- Creating Task Lists
- Adding Items to Task Lists
- Organizing Task List Items
- Managing Task Lists
- Entering Intercompany Data
- About Intercompany Transactions
- Intercompany Account Balances
- Elimination Process
- Plug Accounts
- Intercompany Eliminations and the Value Dimension
- Setting Up Entities and Accounts for Intercompany Data
- Creating and Running Intercompany Matching Reports
- Adjusting Data with Journals
- About Journals and Journal Benefits and Adjusting Data
- Journals Review Process and the Value Dimension
- Multiple Journal Postings, Accessing Journals and Opening Periods for Journal Entry
- Creating Journal Templates and Journal Balance Types
- Creating Journals and Entering Journal Data
- Creating, Previewing, Running and Viewing Adjustments with the Entity Details Report
- Setting Journal Report Properties and Selecting Columns and Filters
- Saving Journal Reports Locally and Remotely
- Running Consolidations
- Consolidation Process
- Entering Consolidation Information Using Ownership Management
- Running Consolidations
- Checking Consolidation Status
- Data Translation
- Entering Exchange Rates
- Organization by Period
- Setting Up Organization by Period
- Managing the Review Cycle Using Process Management
- About Process Control: Process Units and Process States
- Process Control Security Roles
- Enabling Process Control and Phased Submissions
- Accessing Process Units and Viewing Unit Status
- Process Control Panel Display Options
- Process Unit Validation and Validation Accounts
- Review Cycle and Review History
- Locking and Unlocking Data
- Sharing Data Using Data Synchronization
- About Data Synchronization
- Creating Mapping Tables
- Creating Data Synchronizations
- Filtering and Mapping Dimensions
- Viewing Data Flows
- Scheduling and Running Data Synchronizations
- Analyzing Data Using Smart View
- About Smart View
- Smart View Installation and Components
- Connecting to a Data Source
- About the Ad Hoc Analysis Tool: Adding Formulas and Formatting
- Creating Free-Form Worksheets
- Entering Data With Web Data Forms
- Functions in Smart View